Zoho Notebook Extension | Zoho Sprints Help

Zoho Notebook Extension

Zoho Notebook is a professional, cloud-based note-taking software. It comprises of Note Cards that come with built-in templates for recording various formats of information. Zoho Sprints now enables you to integrate with this application for you to have an informal documentation tool.

Add and view notes to your work items to share ideas, objectives, or critical information. For instance, if you have a user story for a customer requirement and you have certain limitations associated with achieving that requirement, you can list those limitations as pointers for the reference of the members involved in that work item. You might have detailed insights in documents, but incorporating these crisp pointers as note cards will greatly benefit your team. Access your note cards from Sprints and Meetings board.

Manage Zoho Notebook Integration
  1. Install Zoho Notebook extension
  2. Add notes
  3. Uninstall extension

Install Zoho Notebook Extension

To install Notebook extension:
  1. Click  to navigate to Setup.
  2. Select Marketplace.
  3. Select All.
  4. Search for Zoho Notebook for Zoho Sprints and click on it.
  5. Click Install.
  6. Verify your details.
  7. Click Install.
  8. Select the Profiles, Projects, and Users in the General Section to give access to the extension.
  9. Agree to the terms of use.
  10. Click Save Changes.

Add a note

To add note:
  1. Go to the required any project.
  2. Click on Zoho Notebook icon listed on the right side bar.
  3. Select an option to write notes, add files, upload images, or create a checklist.
  4. View your notes from the extension section.


Note: You can also view the Zoho Notebook extension as Web Tab through Global View.

To add notes as web tab please:
  1. Click Global View icon on the right side in the top bar.

  2. Click Zoho Notebook.  You can create, edit, delete, and lock notes from the extension.

Uninstall the extension

  1. Click   to navigate to Setup.
  2. Select Marketplace.
  3. Select All.
  4. Select Zoho Notebook for Zoho Sprints.
  5. Click Uninstall. The integration will be removed.

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                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



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